Clarity
Speed
Accuracy
Consistency
Power
Clarity
Speed
Accuracy
Clarity
Power
Consistency

Proposal Elements

Speed

seProposals lets you get your proposals out quickly, because all your company's information is at your fingertips. Just point and click to create proposals quickly.

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Accuracy

If you send out a large number of proposals on a daily basis, it's crucial that the latest information is accurately reflected in each proposal that you send.

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Consistency

A centralized library of templates and messaging makes it easy to maintain a consistent brand Identity across a large group of sales offices or product divisions.

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Power

Our software is easy to learn no matter what level of technical skills you have. It lets you focus on closing the sale, not managing the software.

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Clarity

If the information in your proposals is complex, the ability to ensure that it's presented clearly will directly lead to closing more sales.

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Call Us: 646.837.0767

salesElement LLC
245 8th Avenue, #334
New York, NY 10011
info@salesElement.com

CRM Integration

An almost undisputed necessity in today's business environment is a solid CRM application. There are numerous great products out there and Oracle, SalesForce.com, SugarCRM, Microsoft, SalesLogix, Zoho CRM, and NetSuite lead the way. seProposals can natively integrate with those CRM systems. While seProposals has a stand-alone account, contact, and opportunity management system built in, its true potential is illustrated when it integrates with a powerful CRM system.

If you already use one of these CRM products (or other CRM system), seProposals can speak with the system and share information, such as which accounts proposals were sent to, and when. seProposals provides your CRM system with information that can be used in pipeline reports, and eliminates having to type your account, contact, and opportunity information in seProposals (if you've already done it in your CRM). The reduction of duplicating data-entry, plus the added benefit of consistent information being shared in multiple systems saves your organization time and money. Furthermore, you can pull up any proposal directly from your CRM system, and once the proposal is created and saved, it automatically gets posted to your CRM so that it can be used, shared, and tracked through and beyond the sales process.

Any custom information you store in your CRM (whether native to your CRM system or custom-made for your company) can be brought into seProposals and used in your proposals. The integration is seamless, and all your staff has to do is put the information into CRM and it's automatically available (in real-time) in seProposals. In most cases no additional CRM licenses are needed, and with seProposals you're not tied to one particular CRM package.

Often, adoption of CRM is slow within organizations that have just implemented (or are thinking of implementing) a CRM system. Rarely do you hear from your customer, "Great meeting, thanks, please add me to your CRM." That's where we come in—what you DO often hear is "Great meeting, thanks, can you send me a proposal on that?" By integrating seProposals into your CRM system, seProposals doubles as a compliance tool. Information flows seamlessly between your CRM system and seProposals.